Editing an SMS Message
Overview
To edit an SMS message, navigate to Setups > MaxSMS > Messages. Then, select the
specific message you wish to modify.
To access this feature, the MaxSMS General Setups resource must be activated
for your user role.
Message Configuration
The following options and information will appear on your
screen:
- Choose Document
Group: Click the dropdown list to select the relevant document group.
- Insert Merge Fields from
here: Use this dropdown to insert specific Merge Fields (tokens) into your message. These
tokens will automatically pull client-specific details.
- Important: When
using a token, always ensure there is a space before and after the
token. Do not start a message directly with a token.
MAXSMS MESSAGES SETUP
- MaxSMS Message: Type
your customized SMS message here. There will be a default message
here.
- You can enter a personalized message of up to 160
characters. This message will be sent to clients with outstanding
installments.
SMS Sending Procedure
The SMS sending process works as follows:
- A client's outstanding installment(s) trigger the
appropriate SMS message setup.
- After removing duplicate clients, entries without
cellphone numbers, etc., the configured SMS message is sent.
- It is recommended that the
{^Client Total Settlement
Amount^} token be used in these messages to indicate the
amount owed.
- This token will correspond with the receipt settlement
amount on the SMS's send date, providing a clear reference for the
user.
Record Details
This section displays the update history for the SMS
message:
- Update History:
Username: The username of the person who last updated the
information.
- Update History: Date:
The date when the information was last updated.
- Update History: Time:
The time when the information was last updated.
Available Buttons
- Cancel: Click this
button to return to the previous page without saving any changes.
- Save: Click this
button to save your changes and continue.